How to Stay Disciplined With Your Process

Boris: Over the medium term, you got to stick to your process. When you start trying to drift from a proven process that works over time, that's where you really enter into a dangerous area. We've been involved with a name called Super Micro earlier this year and it wasn't purely on the AI theme. It went parabolic to your point guy. But we stayed disciplined with our price targets. Yes, did they go up a little bit because we thought the opportunity set was a bit bigger. Did the AI piece of our theme become a bigger part of the thesis? Yes, it did.

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